China Equity: What To Watch After The Fourth Plenum?
Source: SeekingAlpha
2025-12-10 07:30:00 ET
By Belle Chang, Senior Manager, Global Investment Research, FTSE Russell
China concluded its Fourth Plenum meeting in October. China’s Fourth Plenum emphasized tech self-reliance and anti-involution campaigns. These initiatives aim to reduce foreign tech dependence, curb destructive price wars, and restore profitability across key sectors like semiconductors, EVs, and solar panels. In this note we discuss the tech self-reliance and anti-involution campaigns and their implications to the equity market. ...
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China Equity: What To Watch After The Fourth Plenum?
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